Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BALDWIN BROTHERS LLC/MA | 07-12-2024 | 06-30-2024 | 854 | 1,283,652,411 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NOVO-NORDISK A S | ADR | 51 | $6,963,999 | 48,788 | 0.00 | 0.00 | -109 | -0.22 | 06-30-2024 |
| BANK AMERICA CORP | COM | 52 | $6,615,700 | 166,349 | 0.00 | 0.00 | -941 | -0.56 | 06-30-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 53 | $6,585,685 | 16,189 | 0.00 | 0.00 | -165 | -1.01 | 06-30-2024 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 54 | $6,562,702 | 112,703 | 0.00 | 0.00 | 2,898 | 2.64 | 06-30-2024 |
